#Xplan mortgage software

No more waiting for clients to fax or mail through forms, you have the data when you need it.

#Xplan mortgage software

You receive alerts when forms are completed so you can sync the data directly to Xplan or your software system. The customisable online portal allows you to seamlessly collect data from both new and existing clients. Just imagine what you could do with all that extra time. LetвЂ™s say you see around 130 clients each year, which is about average for an adviser in Australia.В AdvisorTools could save you up to 195 hours per year! Divide that by the average work day of 8 hours and thatвЂ™s over 24 days, roughly five work weeks back in your schedule that you can dedicate to building your book or supporting your existing clients. How many hours in an average week do you spend scanning, printing, posting and chasing up forms? Add to that, the amount of time you spend manually entering client data into Xplan or another software system.ДЄdvisorTools completely replaces the slow paper-based process with a streamlined digital experience that saves you on average 1.5 hours per client. Spend more time finding and servicing clients LetвЂ™s look at each of these benefits in more detail. Ensures your data is error-free and compliant.Impresses clients and turn them into fans.Helps boost revenue and grow your business.Saves you time so you can get back to advising.ItвЂ™s easy to use, convenient for your clients, and automatically moves your data to your current systems so itвЂ™s accessible across your practice.ДЄdvisorTools transforms the client onboarding experience by delivering four significant benefits over the traditional paper-based process. Once approved, the data automatically syncs with Xplan or your software system.You review the data with your client to avoid errors.Your client fills in the form via the online portal.You send your client an email with a link to the digital form.New digital technology takes the hassle out of fact findsДЄdvisorTools from Umlaut solves these issues by allowing clients to enter their personal financial information into a digital form that automatically syncs to Xplan, Myob, Xeppo and other software systems.ДЄdvisorTools follows a simple four-step process for seamless data capture and storage. WhatвЂ™s more, filling out a paper form isnвЂ™t a great onboarding experience for new clients who have come to expect seamless digital journeys from service providers.

This double handling of information introduces the risk of data entry errors and eats up hours of your valuable time each week that could be better spent generating new business or servicing your existing clients. If information is found to be missing, you have to contact the client and then wait for them to fax or mail it through before you can manually enter it into Xplan. Like many specialties in complex regulated industries, financial advisers have traditionally been hampered by inefficient administrative and compliance processes.Д®ven in the digital age, itвЂ™s standard during fact finds for clients to provide pages of hand-written information that must then be reviewed and entered into Xplan or another software system. The more clients you can assist to achieve their financial goals, the greater the cash flow to your business. The success of your financial advice practice hinges on its efficiency.